Firm’s trade experience, dedication to innovation and capital funding will speed up development of a platform constructed to extend gross sales, improve customer support and supercharge collaboration
NEW YORK, Nov 18, 2022 /PRNewswire-PRWeb/ — NFP, a number one property and casualty dealer, advantages marketing consultant, wealth supervisor and retirement advisor, right this moment introduced a three way partnership with Fieldtech, LLC (Fieldtech), a digital life and particular person incapacity insurance coverage platform that delivers the primary cloud-based working system for institutional and profession company distribution channels. The platform options an working system (OS) that gives standardization of workflows and information science capabilities for the advantage of all events concerned in life and particular person incapacity insurance coverage transactions.
“Our three way partnership with Fieldtech displays our dedication to improvements that improve each the distribution of insurance coverage merchandise and the expertise for purchasers and trade professionals,” mentioned Mike Goldman, president and COO of NFP. “With our collective experience, together with our perception on the place enhancements are wanted most, we’re serving to to empower institutional and profession company stakeholders to modernize the best way life insurance coverage merchandise are purchased and offered.”
To reshape the captive agent of the longer term in a means that higher aligns with the dynamic wants of life insurance coverage consumers and the expertise purchasers need, Fieldtech OS affords:
Streamlined collaboration and automatic workflows to permit advisors to give attention to consumer service whereas enabling main back-office help
Sturdy enterprise intelligence and reporting instruments to assist company management achieve key perception into enterprise, make knowledgeable selections, and mentor producers via advanced instances
“Management is about by no means settling for the established order, and this three way partnership with Fieldtech is one other part of our steady efforts to rework the insurance coverage trade,” mentioned Mike James, NFP’s chief gross sales officer. “Our deep footprint, experience and relationships strengthen our shared imaginative and prescient for rising Fieldtech’s affect for institutional and profession company methods and the purchasers they serve.”
The corporate was co-founded by kristi vassaka accomplice at Lenox Advisors, an NFP firm, and a pacesetter of their platform transformation efforts, and Jake Liberman, most not too long ago Entrepreneur in Residence at RGAx, the innovation unit of Reinsurance Group of America, one of many nation’s largest reinsurers of life and well being merchandise. The duo is actively rising their workforce of ten, with plans to double headcount within the subsequent 12 months.
“This three way partnership with Fieldtech will assist advance our management place within the life insurance coverage trade,” mentioned Greg Giant, president and chief working officer of Lenox Advisors. “By collaboration and a shared dedication to steady enchancment, we’ll work to drive the transformation of our trade.”
Fieldtech presently operates in New York, California and Illinoiswith plans to broaden to Arizona, Georgia and Texas over the following 12 months.
To study extra about Fieldtech, go to http://www.fieldtech.ai.
NFP is a number one property and casualty dealer, advantages marketing consultant, wealth supervisor, and retirement plan advisor that gives options enabling consumer success via the experience of over 7,000 world workers, investments in progressive applied sciences, and enduring relationships with extremely rated insurers, distributors and monetary establishments. NFP is the ninth finest place to work for big employers in insurance coverage, seventh largest privately owned dealer, fifth largest advantages dealer by world income and thirteenth largest dealer of US enterprise (all rankings in response to Enterprise Insurance coverage).
Go to NFP.com to find how NFP empowers purchasers to fulfill their targets.
Josh WozmanNFP, 415-318-6441, email@example.com